Journal
Field notes for B2B sales teams.
Written for owners and sales managers of small and mid-sized B2B businesses: what to look for, what to change, and how to get a team to actually use it.
All articles
Getting started
What is a field sales CRM, and how do you pick one in 5 minutes?
The difference from a desk CRM, and a five-minute test to run on any vendor's demo.
Read the articleAI & tools
Your CRM inside ChatGPT and Claude: MCP explained for sales teams
What MCP is, what it changes for a small sales team, and what to ask before you connect.
Read the articlePlaybook
The 18-day trade show follow-up plan
From a box of visiting cards to booked meetings, one touch at a time.
Read the articleReady when your field team is.
Sign in and start the same day. No IT setup, no training weeks, and no data migration needed before you see value.
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